Strategic Financial Concepts LLC Sells 46,585 Shares of iShares Core U.S. Aggregate Bond ETF $AGG

Strategic Financial Concepts LLC trimmed its position in iShares Core U.S. Aggregate Bond ETF (NYSEARCA:AGG) by 71.9% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,227 shares of the company’s stock after selling 46,585 shares during the quarter. iShares Core U.S. Aggregate Bond ETF comprises about 1.7% of Strategic Financial Concepts LLC’s investment portfolio, making the stock its 20th biggest position. Strategic Financial Concepts LLC’s holdings in iShares Core U.S. Aggregate Bond ETF were worth $1,820,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. CENTRAL TRUST Co grew its position in iShares Core U.S. Aggregate Bond ETF by 62.1% in the third quarter. CENTRAL TRUST Co now owns 22,762 shares of the company’s stock worth $2,282,000 after acquiring an additional 8,723 shares in the last quarter. CPR Investments Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 205.1% in the fourth quarter. CPR Investments Inc. now owns 53,934 shares of the company’s stock worth $5,387,000 after acquiring an additional 36,256 shares in the last quarter. Bright Financial Advisors Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 7.1% in the third quarter. Bright Financial Advisors Inc. now owns 353,529 shares of the company’s stock worth $35,441,000 after acquiring an additional 23,511 shares in the last quarter. Curated Wealth Partners LLC purchased a new position in iShares Core U.S. Aggregate Bond ETF in the fourth quarter worth about $3,913,000. Finally, NBC Securities Inc. grew its position in iShares Core U.S. Aggregate Bond ETF by 30.1% in the fourth quarter. NBC Securities Inc. now owns 59,388 shares of the company’s stock worth $5,932,000 after acquiring an additional 13,724 shares in the last quarter. 83.63% of the stock is owned by institutional investors.

iShares Core U.S. Aggregate Bond ETF Trading Up 0.1%

AGG opened at $98.44 on Friday. The firm has a market cap of $134.50 billion, a P/E ratio of 124.57 and a beta of 0.26. iShares Core U.S. Aggregate Bond ETF has a 12 month low of $97.08 and a 12 month high of $101.46. The stock has a 50-day moving average of $99.09 and a 200 day moving average of $99.84.

iShares Core U.S. Aggregate Bond ETF Profile

IShares are index funds that are bought and sold like common stocks on national securities exchanges as well as certain foreign exchanges. iShares are attractive because of their relatively low cost, tax efficiency and trading flexibility. Investors can purchase and sell shares through any brokerage firm, financial advisor, or online broker, and hold the funds in any type of brokerage account.